SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,825,446 | -4.7% | 36,076 | -1.3% | 0.04% | 0.0% |
| Q2 2023 | $1,914,490 | +2.2% | 36,557 | -5.6% | 0.04% | -5.0% |
| Q1 2023 | $1,872,548 | +4.9% | 38,713 | -2.1% | 0.04% | -2.4% |
| Q4 2022 | $1,785,366 | +39.4% | 39,543 | +30.7% | 0.04% | +36.7% |
| Q3 2022 | $1,281,000 | -4.6% | 30,244 | +0.6% | 0.03% | +3.4% |
| Q2 2022 | $1,343,000 | -17.5% | 30,078 | -0.5% | 0.03% | 0.0% |
| Q1 2022 | $1,628,000 | -5.2% | 30,232 | +100.3% | 0.03% | -3.3% |
| Q4 2021 | $1,718,000 | +9.4% | 15,096 | -0.0% | 0.03% | +3.4% |
| Q3 2021 | $1,571,000 | -2.9% | 15,101 | -2.9% | 0.03% | 0.0% |
| Q2 2021 | $1,618,000 | +11.8% | 15,560 | +3.3% | 0.03% | 0.0% |
| Q1 2021 | $1,447,000 | +4.8% | 15,068 | -0.8% | 0.03% | 0.0% |
| Q4 2020 | $1,381,000 | +12.5% | 15,189 | -0.3% | 0.03% | -6.5% |
| Q3 2020 | $1,228,000 | -8.9% | 15,230 | -16.3% | 0.03% | -11.4% |
| Q2 2020 | $1,348,000 | +29.2% | 18,191 | +6.8% | 0.04% | +9.4% |
| Q1 2020 | $1,043,000 | -12.3% | 17,036 | +10.0% | 0.03% | +10.3% |
| Q4 2019 | $1,189,000 | +8.4% | 15,484 | +0.1% | 0.03% | -3.3% |
| Q3 2019 | $1,097,000 | -0.5% | 15,467 | -1.6% | 0.03% | 0.0% |
| Q2 2019 | $1,103,000 | +3.9% | 15,718 | +0.1% | 0.03% | +7.1% |
| Q1 2019 | $1,062,000 | +16.2% | 15,702 | +2.6% | 0.03% | -3.4% |
| Q4 2018 | $914,000 | +20.9% | 15,303 | +40.8% | 0.03% | +52.6% |
| Q3 2018 | $756,000 | +4.9% | 10,869 | -2.0% | 0.02% | -5.0% |
| Q2 2018 | $721,000 | +3.1% | 11,090 | +0.1% | 0.02% | +11.1% |
| Q1 2018 | $699,000 | +102.6% | 11,078 | +104.8% | 0.02% | +100.0% |
| Q4 2017 | $345,000 | – | 5,408 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |